Strategic Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Strategic Wealth Partners’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-45	Closed	-$2K	–	672
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	698
2018 Q1	$2K	Buy	+45	New	+$2.24K	﹤0.01%	736

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Strategic Wealth Partners's KBE Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2018, closing a stake of 45 shares — an estimated $2K sold.

Strategic Wealth Partners first reported a position in KBE in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 256 funds tracked by Wall St. Rank hold KBE as of Q3 2018.

Strategic Wealth Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2018 after selling out during the quarter.
Strategic Wealth Partners sold 45 State Street SPDR S&P Bank ETF shares in Q3 2018, an estimated $2K.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 2 quarters.
Strategic Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $2K in Q2 2018.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.